Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.1M
- Life$459K
- Other$455K
- Long-term disability$223K
- Short-term disability$60K
- Dental$33K
- +1 more
Filings through .
Top hat
Victory Capital Management, Inc.
EIN 13-2700161Finance and InsuranceLatest filing 2025
Plans
3
Retirement
1
$474.8M assets
Health & Benefits
2
$7.8M premiums
Participants
3,261
4900 TIEDMAN ROAD, 4TH FLOOR - BROOKLYN, OH 44144216-898-2555
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $7.8M premiums / 1,231 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
VICTORY CAPITAL MANAGEMENT, INC. 401(K) SAVINGS PLAN
401(k)
Assets$474.8M
Participants1,510
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
VICTORY CAPITAL MANAGEMENT, INC. EMPLOYEE BENEFITS PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$7.8M
Covered lives1,231
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
VICTORY CAPITAL MANAGEMENT, INC. SEVERANCE PAY PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | VICTORY CAPITAL MANAGEMENT, INC. 401(K) SAVINGS PLAN | 401(k) | $474.8M | 1,510 | 2025 |
- #001 · 401(k) · 20251,510
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | VICTORY CAPITAL MANAGEMENT, INC. EMPLOYEE BENEFITS PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $7.8M | 1,231 | 2024 |
| #502 | VICTORY CAPITAL MANAGEMENT, INC. SEVERANCE PAY PLAN | Self-funded | - | $0 | 0 | 2024 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 20241,231
- #502 · Self-funded · 20240
Retirement plans
Health & Benefits plans